Trump’s tariffs are now known as “two-stages.” We hope that these tariff threats will ultimately not result in inflation.
Explanation
Trump’s tariffs are now “two-tracks for Trump” as both Canada and Mexico can obtain a 30-day extension to secure boundaries for Trump and halt the flow of fentanyl and immigration. It’s called. China produces fentanyl ingredients and is experiencing retaliatory tariffs on US goods, resulting in a 10% tariff (effective on February 10th), and a Google survey was opened. .
President Trump said European Union tariffs “will definitely happen.” citing the massive trade deficit with the EU. In response to this threat, EU Commission Committee Ursula von der Leyen said “we will respond firmly, targeted, unfairly and arbitrarily.” But in a more practical response, the EU is trying to boost US LNG imports as a way to reduce tariff tensions.
Given these global tensions and new inflation fears, gold rose to an all-time high, above $2,900 on Friday, but I don’t think the threat of these tariffs is ultimately not inflation.
This is the most important market news item and what this news means.
– The European Union has pledged to meet a 25% tariff on steel and aluminum imports. I think it’s safe to say that the EU doesn’t realize it’s in a recession and wants to dig a big hole for itself. The Trump administration welcomes European companies to move manufacturing and workers to the United States. Therefore, the EU can only lose this tariff “Tit for Tat.”
Related Stories
– The trade war between China and the US is intensifying. Specifically, China has imposed retaliatory tariffs of 10% to 15% on $14 billion in US goods. China said this was the response to the 19% tariffs the Trump administration has imposed on China. This week, President Trump announced in Air Force 1 that he would impose a 25% tariff on all imports of aluminum and steel, including Canada and Mexico. Making aluminum and steel is energy-intensive, so it’s no surprise that a country with cheap electricity like Canada, which has abundant hydropower. These new 25% tariffs are expected to most support steel companies as aluminum production is likely to remain in Canada.
– China’s BYD in January removes Tesla from Britain, Portugal and Spain. So BYD is not only defeating Tesla in China, but also trying to defeat them in Europe. BYD Segal (Mexican dolphins) are also available in Latin America and many emerging markets. More and more, Korea is considered the biggest competitor of BYD’s cheap EVs. Tesla desperately needs a $25,000 EV. Otherwise, its total sales could continue to decline.
– The story of Deepseek revolutionizing AI and reducing demand for Nvidia’s Blackwell chips and data centers is false. Deepseek is currently crashing up to 99% of the time, causing problems with cybersecurity as well. The fact that the founders of Deepseek ran the hedge fund raised suspicions that Deepseek’s announcement was coordinated as a major short-term opportunity.
– The theme of AI enablers breaking out as new market leaders has been revealed. New market leaders have revealed this revenue release season, including Netflix (NFLX), Palantir Technologies (PLNT), and Spotify Technologies (SPOT). Meanwhile, some of the seven spectacular strains are sputtered. Just recommend and own Nvidia on Magnificent 7.
– The German election on February 23 is expected to be monumental. (1) the rise of the AFD party, who wants to reopen nuclear power plants, is wary of other German political parties (2) reducing immigration, (3) reducing taxes. The Christian Democrats (CDP) are expected to form an alliance with the Bavarian Christian Social Union (CDU) and collectively take away a small victory over the AFD party. However, as the AFD party continues to increase with votes, it is likely that the percentage of votes will be high. As the CDP/CDU Alliance and other political parties vowed not to form a coalition government with the AFD party, Germany became like France, becoming completely dysfunctional with a weak prime minister who has not gained full support from a considerable voting bloc. It may be. Bunde Stag.
– Food costs in both the consumer price index (CPI) and producer price index (PPI) are due to the fact that egg prices are high due to avian flu and the herds of cattle are at the lowest level in 73 years. It is expected to be higher. . Boiler chicken prices are expected to rise steadily, as chicken was probably a healthy alternative to beef.
– Federal Reserve Chairman Jerome Powell will testify before Congress on Tuesday and Wednesday. The Fed Chair hopes the Fed will dodge the most difficult questions, such as why it removed its 2% inflation target in its latest Federal Open Market Committee (FOMC) statement. Chairman Powell is now a virtually unstable duck and has lost control of the FOMC due to a recent split vote on key interest rate changes. Trump will appoint a new Fed chair when Jerome Powell’s term expires on May 15, 2026. I think Minneapolis President Neil Kashkari has an internal line about being the next Fed Chairman. “We’d expect the federal fund rate to be modestly low by the end of this year,” Neil said after his salary report in January. Naturally, this last comment is something President Trump wants to hear from Fed officials.
-The truth behind the problem is that we are still in the early innings of the global interest rate collapse. First, China’s long-term bond yields fell below Japan’s time ago. (1) The domestic real estate crisis, which causes population shrinkage, (2) the domestic real estate crisis, (3) the lack of economic growth, and (1) the deflationary force due to demographic problems, China has said, “New Japan.” ” and its main interest rates are expected to stay there for the next few months, or perhaps over 20 years. Second, Europe’s biggest economy: Britain, France and Germany, are in a growing political crisis where countries have fallen into recession. As a result, the Bank of England and the European Central Bank are expected to continue cutting key interest rates at least three to four times this year, and three to four more times.
In summary, it’s important to remind investors that this revenue season is still working on our behalf, as market leaders like Palantir Technologies (PLTR) and Spotify Technology (SPOT) demonstrate. I think so. Both these market leaders rely on AI to become more efficient, so we expect many of the other AI-related stocks to continue to be locked up rapidly.
*The views expressed in this article are the views of the author and do not necessarily reflect those of the epoch era.
